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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-09-04
UT RA APPROVED 2025-09-04
  • TX RA
    APPROVED
    Since 2025-09-04
  • UT RA
    APPROVED
    Since 2025-09-04

Branch Locations

Salt Lake City, UT • United States

49 North 400 West, Salt Lake City, UT 84101-1368 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Doordash Eagle ID 05/2020 09/2023
Nike West Jordan UT 09/2021 05/2022
Education At Work Salt Lake City UT 01/2020 05/2020
Full-Time Education Salt Lake City UT 09/2019 01/2020
Boise Hawks Baseball Club Garden City ID 05/2017 08/2019
Unemployed Meridian ID 09/2013 05/2017
Fidelity Investments Salt Lake City UT 09/2023 Present
Uber Eats San Francisco CA 05/2021 09/2023
  • 05/2020 → 09/2023
    Doordash
    Eagle, ID
  • 09/2021 → 05/2022
    Nike
    West Jordan, UT
  • 01/2020 → 05/2020
    Education At Work
    Salt Lake City, UT
  • 09/2019 → 01/2020
    Full-Time Education
    Salt Lake City, UT
  • 05/2017 → 08/2019
    Boise Hawks Baseball Club
    Garden City, ID
  • 09/2013 → 05/2017
    Unemployed
    Meridian, ID
  • 09/2023 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 05/2021 → 09/2023
    Uber Eats
    San Francisco, CA
Other Businesses

OBA-102816|OrgNmn:Doordash|Org Addr:San Franci,California,US|OBA Nature:Technology company that connec|Invst Rel:N|Title:Independent Contractor|Duties:Pick-up orders from merchants and deliver them to customers using Doordash's Dasher application|StrtDt:05-15-20|TotHrs/mon:20|TrdHrs/mon:0|OBA-102865|OrgNmn:Uber Eats|Org Addr:San Franci,California,US|OBA Nature: Technology company that conne|Invst Rel:N|Title:Independent Contractor|Duties:Pick-up orders from merchants and deliver them to customers using Doordash's Dasher application|StrtDt:05-14-21|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-28
S63 Uniform Securities Agent State Law Examination 2024-01-17
  • S66 Uniform Combined State Law Examination
    2025-08-28
  • S63 Uniform Securities Agent State Law Examination
    2024-01-17

View on SEC IAPD

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